Converting $3 Million to Roth IRA in 1 Year: Genius or Mistake?
64K views · Aug 1, 2026 · People & Blogs
Comments · 99
@DanPascone · 1 month ago · pinned
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@sherc7792 · 1 month ago
Great, thorough video. First I’ve ever seen that is this sophisticated and comprehensive. Thank you!
2
@LJ-jq8og · 1 month ago
I NEEDED THIS !
1
@jaxroc1 · 1 month ago
Interesting video. Very complicated case study. Thanks for your insight.
@JohnT-o6h · 1 month ago
you answered the question i've been asking for a while, when to to convert it all. thanks for laying out the circumstances when it would make sense.
4
@steveo8310 · 1 month ago
Well said. High quality problem. Time is better spent enjoying top 1% retirement than wringing out every penny of saving.
13
@pradeepkamboj487 · 1 month ago
Actually this guy will start RMD AT AGE 75 and not 73. Isn’t it?
9
@HappinessIsAJourney · 1 month ago
Retirement is more complex in tax finance than W2 🤝
@jayholiday256 · 1 month ago
Instead of converting, I’m spending my modest IRA for experiences and taming RMD’s. I can also make use of the 0% LCG tax rates
3
@CourtDoctrine · 1 month ago
These people need to reduce their spending. $1.1MM salary and this is all they have invested? Poor planning and high spending. And how did he get a severance after retirement? Must have been laid off.
4
@Ronnieleec · 1 month ago
converting it all in 3 years before 63-will pay tax man-then trade my options, do tech and high distribution income etfs going forward
1
@gigemgreg · 3 weeks ago
Secure Act 2.0 changed RMD age to 75 if born after 1960. It's not 73.
1
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